Position in MDT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$470,553
-$58,098 QoQ
Shares Held
6,015
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#1,377
of 2,098 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Ipsen Advisor Group LLC holds $909,462 across 2 Medical Devices names. MDT ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
6,015 | $470,553 | |
| 2 | ABT |
Abbott Laboratories
|
4,837 | $438,909 |
All Filings in MDT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,553 | 6,015 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $528,651 | 6,101 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $571,749 | 5,952 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $557,249 | 5,851 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $519,620 | 5,961 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $520,469 | 5,792 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $459,070 | 5,747 | Shares | Sole | 2025-02-12 | |
| 2022-12-31 | $281,424 | 3,621 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||